Portfolio Manager/ Investment Advisor

About the Role As an Investment Advisor, you'll be

responsible for helping clients meet their financial goals. You'll

provide tailored financial advice and develop investment strategies

that fit our clients' individual financial needs. We're seeking a

professional with a strong client base who has the ability to

maintain and expand professional

relationships.

What You

Bring

At least 5+ years of experience in a

similar position.

A solid client base that

reflects your skill in building and growing professional

relationships.

In-depth knowledge of wealth

management services.

A proactive attitude and

the ability to work on your own.

Role

Responsibilities

Develop and manage client

relationships, understand their objectives, and design strategies

to help them reach those goals.

Offer

comprehensive wealth management advice to meet the diverse needs of

clients.

Maintain and build your client base

by growing your client base and retaining

existing.

Actively participate in team

meetings and training sessions.

Stay informed

about the latest financial services and products, as well as the

overall financial market landscape.

What We

Offer

A chance to build your business under

our banner, with industry-leading support and

training.

Best in-class operational

platform.

Access to a comprehensive range of

wealth management products and services.

supportive work environment that drives growth and

success.

If you're ready to advance your

career and make a significant contribution in a dynamic,

employee‑owned firm, apply today to join us at Acumen Capital

Partners.

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